GoalVest Advisory’s FedEx FDX Stock Holding History

GoalVest Advisory’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.13K	Buy	+10	New	+$3.63K	﹤0.01%	417
2025 Q2	–	Sell	-4	Closed	-$975	–	420
2025 Q1	$975	Buy	+4	New	+$1.04K	﹤0.01%	337
2024 Q1	–	Sell	-18	Closed	-$4.5K	–	430
2023 Q4	$4.55K	Buy	18 +16	+800%	+$4.07K	﹤0.01%	291
2023 Q3	$530	Buy	+2	New	+$520	﹤0.01%	456
2022 Q2	–	Sell	-1	Closed	–	–	387
2022 Q1	$0	Buy	+1	New	+$235	﹤0.01%	419
2021 Q2	$346K	Buy	1,160 +1,078	+1,315%	+$320K	0.21%	103
2021 Q1	$23K	Hold	82	–	–	0.02%	145
2020 Q4	$21K	Buy	+82	New	+$22.7K	0.02%	151

Other funds holding FDX

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

GoalVest Advisory's FDX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in FedEx (FDX) in Q2 2026: 10 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in FDX as recently as Q1 2025.

GoalVest Advisory first reported a position in FDX in Q4 2020 and has held it in 8 quarters since. The position peaked at $346K in Q2 2021. 318 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

GoalVest Advisory held 10 shares of FedEx worth $3.13K as of Q2 2026.
FedEx was a new GoalVest Advisory position in Q2 2026.
FedEx made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #417 holding.
GoalVest Advisory first reported a position in FedEx in Q4 2020 and has held it in 8 quarters since.
GoalVest Advisory's FedEx position peaked at $346K in Q2 2021.
318 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.